Senior Financial Analyst

Transfr • New York, NY

5d

About The Position

Transfr is seeking a highly analytical and business-oriented Senior Financial Analyst to support the company’s Financial Planning & Analysis organization. This role will primarily focus on operating expense planning, budgeting, forecasting, financial reporting, and cross-functional business partnerships across the organization. The analyst will work closely with department leaders to help drive financial visibility, accountability, and operational decision-making. Over time, the role will also gain exposure to broader strategic finance and revenue-related initiatives, offering significant opportunity for growth and development within a highly collaborative Finance organization. The position reports to the Vice President of Finance & Quantitative Operations.

Requirements

• 2–5+ years of experience in FP&A, corporate finance, accounting, consulting, or other analytical business roles
• Strong Excel / Google Sheets and financial modeling capabilities
• Experience supporting budgeting and forecasting processes
• Strong analytical and problem-solving skills
• Ability to communicate financial concepts clearly to non-financial stakeholders
• Highly organized with strong attention to detail
• Comfortable operating in a fast-paced, evolving environment
• Must be authorized to work in the United States without restriction

Nice To Haves

• Experience with SaaS businesses, ERP systems, and BI Tools (Salesforce and HiBob specifically would be a plus)

Responsibilities

• Support the company’s budgeting, forecasting, and monthly close processes
• Partner with department leaders on operating expense planning and variance analysis
• Maintain departmental budgets, headcount tracking, and spend forecasts
• Analyze actual performance versus budget and provide actionable insights to business leaders
• Assist with preparation of monthly financial reporting packages and executive materials
• Support annual operating plan and long-range planning processes
• Build and maintain financial models to support business planning and strategic decision-making
• Perform ad hoc analyses related to cost management, investment prioritization, organizational planning, and operational efficiency
• Help improve forecast accuracy and reporting consistency across the organization
• Support cash flow and expense forecasting initiatives
• Serve as a finance partner to functional leaders across the business
• Help business stakeholders understand financial performance drivers and budget implications
• Support operational accountability through consistent reporting and analysis
• Collaborate with Accounting, Revenue Operations, Business Intelligence, and People teams as needed
• Identify opportunities to improve financial processes, reporting automation, and data quality
• Assist with dashboard development and KPI reporting initiatives
• Help standardize reporting definitions and financial processes across teams
• Gain exposure to SaaS operating metrics, revenue forecasting, and strategic finance initiatives over time
• Support special projects and executive analyses as business needs evolve

Benefits

• stock options
• 401(k)
• paid vacation and sick time
• health benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed